Investment management agreementJanuary 26th, 2023
FiledJanuary 26th, 2023This Agreement is required where the accountholder(s) has/have appointed EITHER an appropriately authorised Financial Adviser on a full discretionary basis OR a discretionary investment manager, to manage the assets in the fund identified below (both referred to as the Investment Manager) AND the accountholder(s) has/have confirmed the investments shall be managed via a platform.
Investment management agreementJanuary 26th, 2023
FiledJanuary 26th, 2023This Agreement is required where the accountholder(s) has/have appointed EITHER an appropriately authorised Financial Adviser on a full discretionary basis OR a discretionary investment manager, to manage the assets in the fund identified below (both referred to as the Investment Manager) AND the accountholder(s) has/have confirmed the investments shall be managed via a platform.